AdvisorCensus / Financial advisors / California / San Diego, CA / Fidelity Investments
Financial advisors in San Diego, CA using Fidelity Investments
25 SEC-registered investment advisory firms headquartered in the San Diego, CA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alphacore Capital LLC | La Jolla | SEC-registered investment adviser | Over $5 billion |
| Beta Wealth Group, Inc | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Cardiff Park Advisors | San Marcos | SEC-registered investment adviser | $1 billion to $5 billion |
| Cascade Financial Partners, LLC | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| Christopher Weil & Co Inc | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| Client First Capital, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| D'Arcy Capital Management, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Define Financial, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Essential Partners LLC | Rancho Santa Fe, | SEC-registered investment adviser | $100 million to $500 million |
| Financial Alternatives, Inc. | La Jolla | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Sense Advisors, Inc. | San Diego | SEC-registered investment adviser | $500 million to $1 billion |
| International Private Wealth Advisors LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Jet Wealth Advisors | La Jolla | SEC-registered investment adviser | $500 million to $1 billion |
| Kaiyo Wealth LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Nerad + Deppe Wealth Management | La Jolla | SEC-registered investment adviser | $100 million to $500 million |
| Pure Financial Advisors, LLC | San Diego | SEC-registered investment adviser | Over $5 billion |
| Reyes Financial Architecture Inc. | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Sage Stone Wealth Management LLC | La Jolla | SEC-registered investment adviser | $100 million to $500 million |
| Salient Wealth Planning | Encinitas | SEC-registered investment adviser | $100 million to $500 million |
| Seabird Investment Partners | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Superior Planning Wealth Management & Family Office | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Torren Management, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Torrey Wealth, LLC | San Diego | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Compass Financial, Inc. | Carlsbad | SEC-registered investment adviser | $100 million to $500 million |
| Weatherly Asset Management | Del Mar | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in San Diego, CA using Fidelity Investments. https://advisorcensus.com/advisors/ca/san-diego/custodians/fidelity https://advisorcensus.com/advisors/ca/san-diego/custodians/fidelity